KWAG

Kiely Wealth Advisory Group Portfolio holdings

AUM $155M
1-Year Est. Return 7.45%
This Quarter Est. Return
1 Year Est. Return
+7.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$490K
3
+$329K
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$311K
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$305K

Top Sells

1
+$192K
2
+$78.8K
3
+$64.1K
4
LIN icon
Linde
LIN
+$23.5K
5
CME icon
CME Group
CME
+$20.5K

Sector Composition

1 Technology 2.64%
2 Financials 1.94%
3 Consumer Discretionary 1.47%
4 Healthcare 1.16%
5 Consumer Staples 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$32.7K 0.02%
400
127
$32.2K 0.02%
615
+519
128
$31.6K 0.02%
275
+75
129
$30.9K 0.02%
166
130
$30.8K 0.02%
18
131
$30.5K 0.02%
128
132
$29.4K 0.02%
+410
133
$29.1K 0.02%
83
134
$27.7K 0.02%
100
135
$27.2K 0.02%
+104
136
$27.1K 0.02%
369
137
$26K 0.01%
504
+15
138
$25.7K 0.01%
96
139
$25.4K 0.01%
725
140
$25.1K 0.01%
42
141
$24.8K 0.01%
278
142
$23.7K 0.01%
+150
143
$23.6K 0.01%
+53
144
$23.2K 0.01%
44
145
$22.2K 0.01%
174
146
$21.4K 0.01%
440
+178
147
$21.4K 0.01%
340
148
$20.9K 0.01%
415
149
$20.4K 0.01%
+1,617
150
$19.9K 0.01%
+258
4 5
6
7 8